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Lockheed Martin Corporation

LMTleader

Lockheed Martin is the world's largest defense contractor, anchored by the F-35 program. It dominates advanced air platforms, missile defense, and classified space programs. With over 70% of revenue from the U.S. government, it is the most important single supplier to the Department of Defense.

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製品と売上

製品別売上シェア

売上内訳 ($73.6B)

静的データ（リアルタイム財務ロード中…）

Aeronautics (38%)
Missiles & Fire Control (18%)
Rotary & Mission Systems (22%)
Space (22%)

セグメント構成と主要顧客

製品詳細

F-35 Lightning II28%

5th-generation stealth multirole fighter jet — largest defense program in history

Integrated Air & Missile Defense18%

PAC-3 MSE, THAAD, and Aegis combat systems

Sikorsky Helicopters15%

Black Hawk, CH-53K, and future vertical lift aircraft

Space Systems20%

GPS III satellites, Orion capsule, and classified space missions

Hypersonic & Advanced Weapons19%

Hypersonic strike weapons and directed-energy systems

サプライチェーン関係

パートナー

RTX Corporation (Raytheon)

F-35 engine (Pratt & Whitney), missile systems

影響: Critical — P&W supplies F135 engines

Northrop Grumman Corporation

F-35 center fuselage, B-21 collaboration

影響: High — key subcontractor

BAE Systems

F-35 international production

影響: High — UK F-35 partner

主要サプライヤー

L3Harris Technologies

ISR sensors, electronic warfare systems

影響: Medium — avionics and sensors

競合他社

RTX Corporation (Raytheon)

Missile defense, air platforms

影響: Major competitor for DoD primes

Northrop Grumman Corporation

Bomber, space, C4ISR

影響: Competitor for classified programs

マクロ・市場概況

방산セクターニュース

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

次の主要イベント

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

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関連マクロテーマ

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Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Military-Industrial Complex

Eisenhower warned of it in 1961. Defense contractors, weapons manufacturers, and geopolitical crisis cycles create structural demand floors regardless of who governs.

Defense budgetSole-source contractsGeopolitical crisis cycle

企業情報

本社所在地

Bethesda, Maryland, USA

設立

1995

従業員数

122,000+

ウェブサイト

lockheedmartin.com

カスケードポジション

カスケード内の役割

leader

典型的な遅延

0 (trigger)

Lockheed's backlog and margin guidance signal overall DoD budget health and program execution across F-35, missiles, and space.

完全なカスケードを見る

セクター概況 — 방산

セクターニュース

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

主要テーマ

  • •NATO 32개국 방위비 GDP 2.5% 의무화 → 10년 수요 가시성 확보
  • •Loyal Wingman 드론 경쟁 — KTOS Valkyrie 핵심 수혜
  • •우크라이나 재건 + 방공망 현대화 수요

次の主要イベント

  • ◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)
  • ◆KTOS 국방부 드론 계약 발표